For GPs · venture & growth investors

The operating system
for consulting.

A vertical AI-native platform that runs consulting engagements end-to-end — pipeline to deliverable — on recurring software revenue. A $700B industry that has run on senior hours for a century is buying software for the work itself for the first time. Celeredge is what they buy.

Investor enquiries Read the thesis →

Consulting doesn't scale — until the work becomes software.

A $700B industry runs on senior hours that don't multiply. AI finally breaks that ceiling — but the evidence on who wins is clear: most enterprise AI fails, and the firms that succeed buy vertical software rather than building it. Celeredge is what they buy — the OS that turns the engagement itself into software, not another point tool to assemble.

~95%

Of enterprise AI pilots deliver no measurable P&L impact

Industry research on enterprise AI deployments consistently finds the failure rate above 90%. The cause isn't model quality — it's the gap between generic AI and how specific businesses actually work. The bar is set low.

2:1

Buying vertical software beats building in-house

Across enterprise AI deployments, firms that buy from specialised vertical vendors succeed at roughly twice the rate of those that build proprietary stacks. Vertical platforms win. Celeredge is the vertical platform for consulting.

$700B

Services market re-platforming — for the first time

Strategy, advisory, transformation and audit revenue worldwide — about to be rebuilt on software. The software spend that doesn't exist yet is the opportunity. We sell the platform, not the hours.

~0

Vertical OS purpose-built for the engagement itself

Horizontal LLMs and generic copilots weren't built for how consulting engagements run — lifecycle, evidence, assessment, causal analysis, delivery. The category is being created now. We are building it.

Market size reference: global management consulting and professional services revenue (public industry figures). Enterprise AI success-rate figures are directionally consistent across multiple industry research sources; specific attribution available under diligence.

Microsoft sells a Copilot.
OpenAI sells a model.
Celeredge sells the operating system.

Think iOS for consulting. Not a generic LLM. Not a Copilot bolted onto a firm's existing tools. A vertical, AI-native operating system purpose-built for how engagements actually run — pipeline, diagnose, plan, execute, deliver — that a firm runs its entire delivery on. The system of record for the engagement. Software economics. Recurring revenue. A platform that gets harder to leave with every engagement run on it.

Three capabilities purpose-built for consulting — and compounding with every firm.

A horizontal LLM is a feature update away from being commoditised. A Copilot is the wrapper on someone else's model. Celeredge's moat is in three capabilities that require deep consulting domain knowledge to build correctly — and each one strengthens as more firms run engagements on the platform.

01 · The map

A living ontology of the business.

Celeredge auto-maps a client's people, systems, processes, and KPIs into a unified ontology — a semantic model of how that business actually works. No manual modelling. Every grounded assessment, model cell, and slide claim is built on this layer. It sharpens with every engagement on every client in every sector.

02 · The "why"

A native causal engine.

Dashboards show what happened. Celeredge shows why. A native causal-inference engine surfaces what is actually driving change in the client's KPIs — so partners diagnose rather than guess, and recommendations rest on cause and effect rather than correlation. This is a capability BI tools, LLMs, and generic copilots are structurally unable to deliver.

03 · The lock-in

The firm's system of record.

Every engagement — evidence, frameworks, grounded models, decks — lives in the firm's tenant on Celeredge. Once delivery runs on the platform, leaving means abandoning the firm's institutional memory. The firm's accumulated IP becomes a platform asset. Deep, structural, durable retention that improves with every engagement.

A point tool owns 0% of the customer's workflow. An OS owns all of it. Celeredge becomes the firm's delivery layer — and gets harder to replace every quarter.

Product live. Commercial motion underway.

Celeredge is operational and running real consulting workflows. We are in active commercial conversations with boutique and mid-market consulting firms across strategy, digital transformation, and operations — and building the reference customer base that proves the model.

Product

Eight flagship modules — live and running real engagements

  • AI Interviewer, Framework Assessments, Evidence Management
  • Causal Analysis, Data Worksheet, Financial Modeling
  • Deck Studio, Janus intelligence layer
  • End-to-end lifecycle: Pipeline → Diagnose → Plan → Execute → Deliver → Practices
Commercial

Active pipeline in boutique and mid-market consulting

  • Working demos running on real client engagement scenarios
  • Design partners engaged across strategy, digital transformation, and data advisory practices
  • ICP validated: boutique firms 10–500 consultants, structured engagement delivery
  • Land-and-expand sales motion in motion — practice entry, firm rollout

Built by people who've run the engagements.

Celeredge is founded by a team with direct experience in management consulting, enterprise software delivery, and applied AI. We did not build this from the outside looking in — we built it because we understood from firsthand experience what consulting firms actually need, and why every adjacent tool falls short.

The product reflects that: every design decision has been tested against one question — would a consulting partner trust this with a real client deliverable? We have structured the company, the product, and the go-to-market around a deep understanding of how consulting firms buy, adopt, and expand software.

Meet the founding team →
Co-founder & CEO
[Founder name]
[Background: prior consulting / enterprise software / AI experience — 2 sentences max]
Co-founder & CTO
[Founder name]
[Background: prior engineering / product / technical leadership — 2 sentences max]

Recurring software revenue. Land a practice, expand to the firm.

Celeredge is sold like the best vertical SaaS: a per-seat subscription that lands inside one practice, expands across the firm as more partners run delivery on it, and adds per-engagement usage on top. Three motions, one recurring revenue base — structured for high net revenue retention. Figures below are illustrative of the commercial structure; specific pricing assumptions are in the diligence model.

Land · Practice

One practice subscribes.

Per-seat · annual · the wedge into the firm
A single practice runs its engagements on Celeredge. The OS replaces the fragmented tool stack and reduces the structural production overhead on every engagement. Annual, per-seat recurring. Working demo to a live engagement onboarded in days.
Low-friction entry. The practice's results become the internal case for rolling out firm-wide.
Entrench · Enterprise

System of record.
Multi-year.

Custom · private deployment · data residency
Bespoke framework authoring, SSO, private deployment, and a dedicated success partner. Multi-year, committed. Celeredge is now the firm's delivery infrastructure — embedded in every engagement, every practice.
Highest ACV, lowest churn. The annuity at the top of the funnel.
Revenue shape — what good vertical SaaS looks like
100%
recurring — subscription + usage, not project fees
120%+
net revenue retention target via seat + engagement expansion
annual
billed up front — negative working capital, like SaaS
land→firm
expansion is the growth engine, not new logos alone

Software margins on a category that only ever paid for hours.

Celeredge captures recurring software revenue where, today, firms only have payroll and fragmented tool costs. The economics are vertical-SaaS economics — high gross margin, expansion-led growth, efficient acquisition into a defined buyer universe. The ranges below are the benchmarks we underwrite to; Celeredge-specific targets are in the diligence model.

MetricWithout CeleredgeWith Celeredge
Delivery overhead per engagement High — production work on senior consultant time Structural overhead removed; partners focus on judgment
Knowledge retention Lost with departing consultants; not indexable Indexed, searchable, compounding with every engagement
Revenue model for Celeredge N/A — internal tool cost only Recurring subscription + per-engagement usage
Gross margin (target) 80–90%
Net revenue retention (target) 120%+ via seat + engagement expansion
Expansion path Hire more consultants Seats × practices × engagements
Buyer universe 50,000–100,000 qualifying firms globally¹
What the platform becomes A recurring cost centre The system of record
We turn the consulting firm's structural delivery overhead into our recurring revenue. Vertical SaaS economics on a market that has never bought software for the work itself.

¹ Qualifying firms defined as boutique and mid-market consulting and professional services firms with 10–500 consultants running structured engagements — strategy, operations, digital transformation, data, and specialist advisory. Estimate based on public industry data. · Gross margin and NRR ranges are vertical-SaaS benchmarks and Celeredge targets — not yet realised. Specific pricing, retention, and CAC assumptions are in the diligence model. · "Without Celeredge" column describes the current state for firms that have not adopted a structured engagement OS, not a direct cost comparison.

From flagship modules to the category-defining OS.

Each module deepens the platform and widens the wedge — more of the firm's delivery runs on Celeredge, and the marginal cost of the next module drops toward zero. The destination: the default operating system that the next generation of consulting and professional-services firms is built on.

Today · live

The platform ships.

Diagnose-to-deliver on one evidence-grounded OS — AI Interviewer, assessments, causal engine, grounded data & models, Deck Studio, Janus intelligence layer. Firms run real engagements on it.

0–6 months

Land the practices.

Per-seat subscriptions into boutique and advisory practices. Working-demo-to-live-engagement onboarding. The wedge — and the reference customers that prove the commercial model.

6–18 months

Expand to the firm.

Seats spread across practices; proprietary framework authoring, causal analysis, and warehouse-grounded delivery switch on. Net revenue retention becomes the growth engine.

18–30 months

Become the record.

Enterprise deployments, SSO, data residency. Celeredge is the firm's delivery infrastructure — multi-year, defended, structurally hard to rip out.

The category

The OS standard.

Per-vertical ontologies and a marketplace of authored frameworks. The default platform a new consulting firm starts on — and the data moat compounds with every one added.

Win one practice. Earn the firm. Define the category.
Every dominant vertical software company replaced a stack of tools with an OS. Salesforce replaced rolodexes. Veeva replaced homegrown pharma CRMs. Celeredge is building that moment for consulting.
— The Celeredge thesis

The $700B consulting industry
is buying software for the first time.

If you back vertical AI applications, AI-native B2B software, or the re-platforming of professional services — we'd like to talk. The diligence model is ready. Direct line to the founders.